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Client Onboarding Specialist

3 months ago

Saint Louis, United States Moneta Full time
Job DescriptionJob DescriptionCompany Description

MONETA is a national Registered Investment Advisory Firm based in St. Louis, Missouri.  We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.  

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career.  Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your career with us.    

Job Description

The Client Onboarding Specialist is responsible for processing requests with Moneta’s designated custodial vendors.  This role will encompass working on existing service requests and details of process, as well as helping to build new processes to create maximum efficiencies.  The Client Onboarding Specialist will manage the custodial processing and monitoring functions of the client relationship.

Essential Responsibilities

  • Maintaining new client onboarding requests from our client teams daily
  • Manage the account opening process for new clients including:
    • Completing applications and supplementary account forms
    • Reviewing supporting documentation
    • Resolving paperwork discrepancies
    • Tracking new account statuses and communicating updates to client teams
  • Initiates and tracks the Transfer of Assets (TOA) process associated with new accounts.  Monitors assets as they are received by the custodian and follows up on any inconsistencies from statements audited against assets received.
  • Reviews new client onboarding workflows and updates as needed.  Communicates updates to firm.
  • Maintains intranet as a source of information for teams.
  • Acts as the intermediary between client teams and custodian for issue resolution.
  • Communicates with the firm on updates to custodial requirements, regulatory impacts on process change, and modifications to processes and forms.
Qualifications

  • B.S. Business, Finance, or related field preferred
  • One year or more of relevant experience
  • Proficient in Microsoft Office applications; Salesforce CRM and DocuSign preferred


Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: 

  • Paid holidays
  • Paid time off (PTO)
  • Employer cost-shared medical and dental insurance
  • Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
  • 401k Match – 50% of employee contributions up to 6% of compensation
  • Discretionary annual profit-sharing bonus
  • Paid parental leave
  • Professional development reimbursement
  • Paid volunteer time off (VTO)
  • Employee referral incentive bonus program
  • Onsite wellness programs & rewards
  • Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow outside business activities, insurance commissions and/or trails.